Old mutual beneficiaries form 2026

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  1. Click ‘Get Form’ to open the old mutual beneficiaries form in the editor.
  2. Begin by filling in your personal details, including your full name, ID number, and contact information. Ensure you use block letters for clarity.
  3. Indicate your marital status by selecting the appropriate option. This is important for determining your dependants.
  4. List all your dependants and nominees in the designated fields. Include their full names, ID numbers, contact details, and relationship to you. Remember to specify if they are financially dependent on you.
  5. Allocate a percentage share of the benefits to each nominee. Ensure that these percentages total 100% as required.
  6. Review all entries for accuracy before signing and dating the form at the bottom.

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2014 4.3 Satisfied (91 Votes)
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A beneficiary nomination form is a document that identifies the person or people you choose to receive the benefits of a pension or life insurance policy in the event of your death.
Note: Old Mutual will not follow up for any outstanding documentation. HOW LONG DOES IT TAKE TO PAY CLAIMS? Upon receipt of all the required claim documentation, valid claims should usually be paid within two working days. For most banks, the funds will reflect in the payees bank account in this period.
Call 0860 61 62 63 to claim this benefit. Make sure that you have the following information ready: contract number and ID number of the policyholder, names, surnames and dates of birth of the claimant and insured person and cellphone number of the claimant.
0:01 0:33 App start by logging in on the money account portal click on make payments. Select once off paymentMoreApp start by logging in on the money account portal click on make payments. Select once off payment enter the details of the person being paid. Click next and when you get to the payment confirmation.
A beneficiary nomination form is a document that identifies the person or people you choose to receive the benefits of a pension or life insurance policy in the event of your death. It ensures that the trustees or service provider know who to pay the benefits to.

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